See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,169 | $159,602-21.6% | $150,045-16.6% | $142,382-12.1% |
| Participation rate | 94.7% | 84.0%+10.8pp | 82.3%+12.4pp | 80.1%+14.6pp |
| Annual return | 18.48% | 70.24%-51.8pp | 62.55%-44.1pp | 217.08%-198.6pp |
| Employer contribution / active EE | $8,737 | $4,961+76.1% | $4,693+86.2% | $4,299+103.2% |
| Participant deferral / active EE | $9,862 | $8,310+18.7% | $7,997+23.3% | $6,507+51.6% |
| Admin fee / account holder | $10,736 | $14,846-27.7% | $13,435-20.1% | $12,624-15.0% |